Selling and buying investments

Clive Snowdon's Avatar

Clive Snowdon

14 Dec, 2015 07:08 AM

I'm struggling to enter new investment transactions - is there a help sheet?

  1. 1 Posted by Clive Snowdon on 14 Dec, 2015 07:10 AM

    Clive Snowdon's Avatar

    Please see above question

  2. 2 Posted by derekkent23 on 14 Dec, 2015 08:52 AM

    derekkent23's Avatar

    Have you tried looking at the Knowledge based page which includes a user guide? Follow the link http://help.infinitekind.com/kb

  3. 3 Posted by dwg on 14 Dec, 2015 10:20 AM

    dwg's Avatar

    I would suggest you start by looking at the Users Guide:

    http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide

  4. Support Staff 4 Posted by Jenny on 14 Dec, 2015 01:43 PM

    Jenny's Avatar

    Hi Clive,

    I would also recommend reading through the User Guide, specifically Chapter 7, which details Investment accounts.

    If you are having difficulty getting this setup correctly, please advise which steps are causing issues, and I can guide you through the process.

    Jenny
    Infinite Kind Support

  5. Jenny closed this discussion on 14 Dec, 2015 01:43 PM.

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